Despite global supply concerns, increase of resource nationalism and rising industrial and automobile demand, platinum is still undervalued compared to gold (GLD). The platinum price is still far below pre-credit crisis highs, while gold and silver (SLV) are almost double 2007 highs. This may be a short-term phenomenon and over the long term PGM's may provide a great buying opportunity and catch up to gold (IAU) and silver (AGQ).

More than 90% of platinum (PPLT) supply originates from South Africa, Zimbabwe and Russia. Zimbabwe has recently nationalized the assets of Zimplats. This could have a major impact on potential supply and may increase interest for advance platinum assets in geopolitically stable mining jurisdictions.